Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-96K- 9.11% |
$3.82M - $4.12M
|
958K
$42.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-170- 0.28% |
$6.77K - $7.29K
|
61.6K
$2.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23K+ 38.7% |
$914K - $985K
|
82.3K
$3.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
984+ 1.1% |
$39.2K - $42.2K
|
90.1K
$3.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.8K- 0.65% |
$71.6K - $77.1K
|
277K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.1K+ 0.76% |
$640K - $689K
|
2.13M
$94.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
233+ 0.2% |
$9.27K - $9.99K
|
114K
$5.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
21.8K+ 51.77% |
$868K - $935K
|
64K
$2.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 0.55% |
$1.19K - $1.29K
|
5.42K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-25.8K- 2.56% |
$1.03M - $1.11M
|
981K
$43.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137K+ 7.55% |
$5.45M - $5.87M
|
1.95M
$86.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-844- 1.39% |
$33.6K - $36.2K
|
59.9K
$2.65M
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.1K- 4.07% |
$460K - $574K
|
332K
$14.7M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$371K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
336New |
$11K - $13.7K
|
336
$14.9K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
262+ 1.37% |
$8.56K - $10.7K
|
19.4K
$859K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
46+ 0.83% |
$1.5K - $1.87K
|
5.6K
$248K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$65.3 - $81.5
|
2
$88.6
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-917- 2.47% |
$29.9K - $37.4K
|
36.3K
$1.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
159+ 1.6% |
$5.19K - $6.48K
|
10.1K
$448K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.56K+ 19.06% |
$247K - $308K
|
47.2K
$2.09M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.43K- 16.11% |
$46.6K - $58.2K
|
7.43K
$329K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-912- 7.27% |
$29.8K - $37.2K
|
11.6K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$19.6K - $24.5K
|
600
$26.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.95K- 3.24% |
$129K - $161K
|
118K
$5.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
45+ 1.67% |
$1.47K - $1.83K
|
2.75K
$122K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15+ 0.23% |
$490 - $611
|
6.42K
$284K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 11.83% |
$9.14K - $11.4K
|
2.65K
$117K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14K+ 2.47% |
$456K - $569K
|
580K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.1KNew |
$949K - $1.18M
|
29.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.51% |
$425 - $530
|
872
$38.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-165- 1.47% |
$5.39K - $6.72K
|
11K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-196K- 29.06% |
$6.4M - $7.98M
|
478K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
483New |
$15.8K - $19.7K
|
483
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
676+ 3.07% |
$22.1K - $27.5K
|
22.7K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25- 3.9% |
$816 - $1.02K
|
616
$27.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.9KNew |
$747K - $932K
|
22.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.1K- 12.57% |
$35.9K - $44.8K
|
7.65K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
148+ 1.67% |
$4.83K - $6.03K
|
9.02K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
553+ 1.67% |
$18.1K - $22.5K
|
33.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.09KNew |
$35.7K - $44.5K
|
1.09K
$48.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.6K+ 5.43% |
$85K - $106K
|
50.6K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-302- 5.6% |
$9.86K - $12.3K
|
5.09K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 8.29% |
$158K - $197K
|
63.1K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-998- 2.3% |
$32.6K - $40.7K
|
42.4K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
624New |
$20.4K - $25.4K
|
624
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.42K- 1.35% |
$144K - $180K
|
323K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-429- 1.79% |
$14K - $17.5K
|
23.5K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.14% |
$588 - $734
|
12.9K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26K- 55.83% |
$849K - $1.06M
|
20.6K
$911K
|
|